Forum Discussion
Eric_J_Hansen
9 years agoQrew Cadet
Well, there are a variety of different ways to accomplish this, depending on the output you desire.
1. You could create a button on the customers table that would open a report of matching properties based on the customer preferences. (They would only be viewable when clicking the button)
2. You could go to the properties table and use dynamic filters or advanced search to create a similar report.
3. You could create a many to many table (customer properties) that would allow you to link all matching properties to a customer and from there track activity against each customer property. (this would allow you to see their list while looking at a customer record. You might want a button that would go find all the properties and create the child records automagically if you go with this way.
Do any of these sound better than another? What is the specific output you are looking for?
1. You could create a button on the customers table that would open a report of matching properties based on the customer preferences. (They would only be viewable when clicking the button)
2. You could go to the properties table and use dynamic filters or advanced search to create a similar report.
3. You could create a many to many table (customer properties) that would allow you to link all matching properties to a customer and from there track activity against each customer property. (this would allow you to see their list while looking at a customer record. You might want a button that would go find all the properties and create the child records automagically if you go with this way.
Do any of these sound better than another? What is the specific output you are looking for?